David Clark
David Clark is a CFP-designated registered investment advisor at Guardian Wealth Advisors, LLC, based in Danvers, MA, with 17 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,683 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWA's investment advisory fees are individually negotiated with each client. The typical range is between 0.30% and 1.5% of the account value, depending on the size of the account, services provided, and other factors. Some accounts may be subject to a minimum annual fee. If GWA uses outside managers or platforms, those fees are added to GWA's fees. Fees can be paid monthly or quarterly, in advance or arrears.
Location
55 Ferncroft Rd, Suite 203, Danvers, MA, 01923
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is a licensed insurance agent with various insurance companies since April 2022, selling their products. This activity is not investment-related.
Employment History
Current Registrations
Guardian Wealth Advisors, LLC
Previous Registrations
MML Investors Services, LLCBroker
Bts Asset Management, INC.
Bts Securities CorporationBroker
Pioneer Institutional Asset Management, INC.
Pioneer Funds Distributor, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.